Do you offer fee-only financial planning?
We offer fee-only financial planning on a selective, one-time basis, especially with regards to cross-border planning pertaining to moving to a new country, e.g. making Aliyah to Israel.
Frequently Asked Questions
Find clear answers to common questions on taxes, investments, and financial planning for expats navigating life abroad.
Will you disclose all conflicts of interest?
We do – please see our annual ADV Part 2A disclosure document.
Do you receive commissions from products you recommend?
No – we are fee-only advisors and are compensated by our clients only.
Are there any additional hidden charges beyond your stated fee?
There are no hidden charges, and we operate in a transparent manner. The custodian may charge nominal fees for trading, money transfer and custody of foreign stocks.
What is your percentage for asset-based fees?
This depends on the total assets managed and type of account. Please see our ADV Part 2A for details.
Do you charge an asset-based fee or a flat fee?
We charge an asset-based fee on a sliding scale depending on aggregate household assets. As a fee-based advisor, we are compensated by our clients and our clients alone, because this helps avoid conflicts of interest.